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COMPASS FINANCIAL MANAGEMENT LLC’s Kraft Heinz KHC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.3K Buy
+2,649
New +$61.1K 0.01% 637

Other funds holding KHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's KHC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Kraft Heinz (KHC) in Q2 2026: 2,649 shares worth $65.3K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings.

860 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,649 shares of Kraft Heinz worth $65.3K as of Q2 2026.
  • Kraft Heinz was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Kraft Heinz made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #637 holding.
  • 860 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.